Fact Finder
One search across every place your documents actually live — shared drives, mail archives, legacy file shares. A question that took six searches takes one.
What we build and host
Not custom-everything, not off-the-shelf. A set of modules built for regulated, document-heavy practices — fit to your firm through the discovery/audit engagement, then licensed and hosted the same way everything else is.
Knowledge & Retrieval
SOP Assistant
Answers “how do I” questions from your firm's own written procedures, with a citation attached — and says so when nothing covers the answer.
Risk & Review
Invoice Auditor
Reviews draft time-entry narratives for vague, block-billed, or duplicate lines before an invoice goes out. Review only — never rewrites or issues.
Audit Copilot
A live interview copilot that marks compliance controls “evidenced” from what a client actually says in the room, with the exact quote attached as proof.
The Recurring Deliverable
Report Generator
Client uploads documents, an analyst approves the final set, the report builds from them — every figure traces back to a source page.
Decision Matrix
Locks scoring criteria before any option is evaluated, so a decision record can't be reverse-engineered toward a preferred outcome.
ML Readiness
Tests whether your firm's own history can actually support a machine-learning model before a quarter gets spent finding out.
Running the Firm
Team Scorecard
A deliberately small, hard-capped scorecard built to run a weekly meeting, not display everything measurable.
Invoice Velocity
Projects year-end revenue from issued-invoice pace and converts any shortfall into a required per-period billing rate.
Label Review
A keyboard-driven review queue for low-confidence records; corrections are reversible, originals stay intact.
Pipeline Monitor
Watches whether scheduled jobs ran and produced normal output, catching the job that silently stopped, not just the one that errored.
See what this looks like for your practice.
Start with a free initial engagement — we'll assess your practice's risk and opportunity with AI, at no cost.
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